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11+ Job Results
2 Days Ago
Stamford, CT, USA
Hybrid
1,500 Employees
1-3 Years of Experience
1,500 Employees
1-3 Years of Experience
Fintech • Financial Services
The Client Delivery Advocate at iCapital will partner with wealth managers to execute day-to-day investment operations, liaise with stakeholders, prepare investment documentation, and ensure high-quality service delivery to clients. Responsibilities include coordinating with various parties, maintaining client information, reviewing investment documents, and implementing process improvements. Qualifications include client service experience, organizational skills, attention to detail, knowledge of financial products, and ability to thrive in a team environment. The base salary range for this role is $55,000 per year.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
6 Days Ago
Lisboa, PRT
Hybrid
1,500 Employees
1-3 Years of Experience
1,500 Employees
1-3 Years of Experience
Fintech • Financial Services
The Master Data Management Analyst will ensure the accuracy of critical data elements in the Fund's Global Data Master, extract key legal and economic terms from documents, assist in creating business rules for data quality, and collaborate with team members to meet goals.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
6 Days Ago
Jacksonville, FL, USA
Hybrid
1,500 Employees
1-3 Years of Experience
1,500 Employees
1-3 Years of Experience
Fintech • Financial Services
The position involves managing alternative investments data, including downloading and organizing files, document management, and creating transaction level data in Excel. Attention to detail is crucial as issues related to data need to be escalated appropriately.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
6 Days Ago
New York, NY, USA
1,500 Employees
7+ Years of Experience
1,500 Employees
7+ Years of Experience
Fintech • Financial Services
The Proposals Writer will craft tailored responses to RFPs, RFIs, and due diligence questionnaires, create a centralized content library, build cross-functional relationships, and ensure compliance and consistency in proposal submissions. This role requires strong writing skills and project management abilities in a fast-paced environment.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
6 Days Ago
New York, NY, USA
1,500 Employees
7+ Years of Experience
1,500 Employees
7+ Years of Experience
Fintech • Financial Services
Experienced Data Operations Specialist role at iCapital focusing on Distributed Ledger Technology. Responsibilities include monitoring client API integrations, resolving data issues, and driving continuous improvement initiatives. Qualifications include 8+ years of alternative investment data operations experience and expertise in Excel and SQL.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
6 Days Ago
Stamford, CT, USA
1,500 Employees
1-3 Years of Experience
1,500 Employees
1-3 Years of Experience
Fintech • Financial Services
The Jr. Data Processor - Analyst role involves managing an alternative investments database by downloading, organizing files, handling documentation, and reconciling transaction data in Excel. Attention to detail and familiarity with technology are key requirements. This is an entry-level, part-time position.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
6 Days Ago
Stamford, CT, USA
1,500 Employees
1-3 Years of Experience
1,500 Employees
1-3 Years of Experience
Fintech • Financial Services
Join iCapital as a Client Delivery Advocate Analyst in their Data Solutions team. Responsibilities include financial reporting, data aggregation, client relationship development, and operational effectiveness through policy development. Ideal for candidates with a bachelor's degree in finance, computer science, statistics, or similar fields, customer relations skills, and proficiency in technology tools and applications.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
6 Days Ago
Stamford, CT, USA
1,500 Employees
1-3 Years of Experience
1,500 Employees
1-3 Years of Experience
Fintech • Financial Services
Join iCapital as a Sr. Data Processor Analyst responsible for managing alternative investments data with a focus on accuracy and efficiency. This role involves organizing files, document management, data reconciliation, and communication with fund managers. Ideal for individuals with strong attention to detail and technology proficiency.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
6 Days Ago
Salt Lake City, UT, USA
Hybrid
1,500 Employees
1-3 Years of Experience
1,500 Employees
1-3 Years of Experience
Fintech • Financial Services
iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. The role involves financial reporting, data aggregation, client support, and software maintenance in a dynamic and fast-paced environment. Responsibilities include analyzing portfolio performance, reconciling accounts, consolidating data, generating reports, and developing client relationships. Qualifications include a bachelor's degree in finance, computer science, statistics, or a similar field, excellent customer relations skills, and proficiency in software tools and applications.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
6 Days Ago
Lisboa, PRT
Hybrid
1,500 Employees
1-3 Years of Experience
1,500 Employees
1-3 Years of Experience
Fintech • Financial Services
Join iCapital as an Analyst in the Investor Reporting team, responsible for preparing, reviewing, and distributing private fund capital event and performance updates for high-net-worth clients. Regular interaction with industry professionals and internal teams.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+47 More
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